Wheeler Real Estate Investment Trust, Inc.
WHLR- Exchange
- Nasdaq
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001527541
In the last 90 days, Wheeler Real Estate Investment Trust, Inc. insiders filed 4 open-market purchases and 2 sales; 5 institutions reported holding it in 13F filings for Q2 2026, worth $136.9K in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Wheeler Real Estate Investment Trust, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 14
- −6 vs. Q2 2023
- Shares held
- 166.1K
- −79.6K (−32.4%) vs. Q2 2023Converted for a 1-for-10 split
- Total value
- $544.7K
- −$968.3K (−64.0%) vs. Q2 2023
- New holders
- 3
- 3 more added
- Sold out
- 9
- 4 more reduced
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WHLR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5 | $136.9K |
| Q1 2026 | 6 | $188.6K |
| Q4 2025 | 10 | $323.7K |
| Q3 2025 | 5 | $685.7K |
| Q2 2025 | 5 | $3.36M |
| Q1 2025 | 6 | $51.5K |
| Q4 2024 | 6 | $215.7K |
| Q3 2024 | 5 | $991.4K |
| Q2 2024 | 8 | $4.74M |
| Q1 2024 | 18 | $5.76M |
| Q4 2023 | 19 | $7.30M |
| Q3 2023 | 14 | $544.7K |
| Q2 2023 | 20 | $1.51M |
| Q1 2023 | 19 | $3.11M |
| Q4 2022 | 20 | $3.27M |
| Q3 2022 | 19 | $3.24M |
| Q2 2022 | 20 | $6.38M |
| Q1 2022 | 20 | $5.94M |
| Q4 2021 | 20 | $5.30M |
| Q3 2021 | 21 | $8.24M |
| Q2 2021 | 21 | $14.3M |
| Q1 2021 | 15 | $9.30M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Wheeler Real Estate Investment Trust, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stilwell Value LLC | 118,129 | $387.5K | 0.22% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Renaissance Technologies LLC | 25,841 | $85.0K | 0.00% | +15,706+155.0% | AddedConverted for a 1-for-10 split |
| Vanguard Group Inc | 12,815 | $42.0K | 0.00% | −12,002−48.4% | ReducedConverted for a 1-for-10 split |
| BlackRock Inc. | 4,847 | $15.9K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Chilton Capital Management LLC | 2,000 | $6.56K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Tower Research Capital LLC (TRC) | 1,317 | $4.32K | 0.00% | +1,039+374.1% | AddedConverted for a 1-for-10 split |
| JPMorgan Chase & Co | 362 | $1.19K | 0.00% | +362 | New |
| Nisa Investment Advisors, LLC | 250 | $820 | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Advisor Group Holdings, Inc. | 224 | $735 | 0.00% | −6−2.7% | ReducedConverted for a 1-for-10 split |
| Colonial Trust Advisors | 200 | $656 | 0.00% | +200 | New |
| Wells Fargo & Company | 6 | $19 | 0.00% | +2+39.5% | AddedConverted for a 1-for-10 split |
| Morgan Stanley | 1 | $3 | 0.00% | −0−16.7% | ReducedConverted for a 1-for-10 split |
| Royal Bank of Canada | 2 | $0 | 0.00% | −1−20.0% | ReducedConverted for a 1-for-10 split |
| NBC Securities, Inc. | 80 | $0 | 0.00% | +80 | New |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −63,500−100.0% | Sold outConverted for a 1-for-10 split |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −7,296−100.0% | Sold outConverted for a 1-for-10 split |
| Steamboat Capital Partners, LLC | 0 | $0 | 0.00% | −4,822−100.0% | Sold outConverted for a 1-for-10 split |
| State Street Corp | 0 | $0 | 0.00% | −4,680−100.0% | Sold outConverted for a 1-for-10 split |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −1,638−100.0% | Sold outConverted for a 1-for-10 split |
| Northern Trust Corp | 0 | $0 | 0.00% | −1,251−100.0% | Sold outConverted for a 1-for-10 split |
| Millennium Management LLC | 0 | $0 | 0.00% | −1,163−100.0% | Sold outConverted for a 1-for-10 split |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −527−100.0% | Sold outConverted for a 1-for-10 split |
| Amundi | 0 | $0 | 0.00% | −124−100.0% | Sold outConverted for a 1-for-10 split |